Customer Intake & Lead Capture
We collect required details, qualify leads, and route messages using your custom script and delivery preferences.
Collect the right details—every time
We greet callers with your personalized answer phrase and follow a custom script to capture exactly what your team needs. Operators see your protocol and notes on-screen for accuracy and speed. Qualified leads are routed immediately, and routine inquiries can be summarized in a daily recap.
What we capture
- Contact info: name, phone, email, company, message
- Service need & details
- Urgency & preferred callback window
- Custom fields by industry or campaign (Gold plan or higher)
How we qualify
- Decision trees for fit (location, budget, service type, timeline)
- Mark qualified vs. not a fit, and note next best action
- Optional appointment windows or warm transfer
- Spam screening and tire-kicker filtering
Delivery options
- Email and/or SMS (instant)
- Secure messaging app with push notifications
- Daily recap email at your chosen time
- Hold for check-in by phone
- Urgent flows with confirmation & escalation
Integrations & add-ons
- Web on-call scheduling (real-time updates)
- Secure messaging delivery options for healthcare
- Campaign-specific scripts & tracking
Popular intake workflows
Legal – New-Client Intake
- Capture matter type, opposing party, deadlines
- Screen conflicts / fit; mark consult needed
- Deliver to attorney & assistant by email+SMS
Medical/Dental – New Patients
- Collect symptoms/concern, insurance, DOB
- HIPAA-complaint delivery; urgent routed to on-call
- Routine requests included in daily recap
HVAC/Plumbing/Restoration – Service & Estimates
- Address, problem description, access notes
- Urgent issues follow confirmation/escalation
- Non-urgent → email; urgent → text/call-out
Property Management – Tenant Issues
- Categorize emergency vs. routine
- Emergency call-outs by on-call schedule
- Routine held for 8AM recap
Frequently Asked Questions
Can you mirror our website form fields?
Yes. We can collect the same fields callers would submit online and deliver them in a format your team or CRM can use.
How fast will my team get new leads?
Instantly for email/SMS/secure app. Recaps can run on your schedule, e.g., 8AM daily.
How do you prevent spam?
We add screening questions and can mark non-qualified calls so they don’t trigger urgent workflows.
What if our on-call changes?
Use our web on-call scheduler—changes update in real time for accurate routing.
Ready to capture more qualified leads?
We’ll customized the script, fields, and delivery so your team gets exactly what it needs—fast.